Monday, March 6, 2017
4:00 pm - 6:00 pm	Registration Grand Ballroom Foyer and Courtyard
6:00 pm - 9:30 pm	Welcome Reception and Dinner Ocean/Pacific Lawn Please join us for cocktails and dinner overlooking the Pacific at the Montage Laguna Beach

Tuesday, March 7, 2017
6:15 am - 7:00 am	Yoga on the Beach Spa Montage Join your fellow Causeway Convergence attendees for an invigorating start to your day.
7:00 am - 5:00 pm	Registration Grand Ballroom Foyer and Courtyard
7:00 am - 7:45 am	Breakfast Ocean/Pacific Lawn
8:00 am - 8:30 am	Welcome to Causeway Convergence 2017 Grand Ballroom II & III
8:30 am - 9:15 am	The Evolution of Investment Management: Integrating Fundamental and Quantitative Research Grand Ballroom II & III Portfolio Managers Jamie Doyle and Joe Gubler highlight how Causeway integrates both fundamental and quantitative investment approaches in all strategies to benefit our clients.
9:15 am - 10:00 am	Jes Staley, CEO of Barclays: A Brave New World for Banks? Grand Ballroom II & III Portfolio manager Conor Muldoon interviews Jes Staley to understand the past, present, and future of Barclays and the banking industry.
10:00 am - 10:15 am	Refreshments Grand Ballroom Foyer and Courtyard
10:15 am - 11:00 am	Value Traps: Where are They and How to Avoid Them? Grand Ballroom II & III Portfolio managers Jonathan Eng, Foster Corwith, Alessandro Valentini, and Ellen Lee discuss real-world pitfalls in equity investing, and share how past challenges transformed our team into shrewder investors.
11:15 am - 12:00 pm	Breakout 1: Identifying and Evaluating Hidden Correlations in Your Portfolio Grand Ballroom I Even the most rigorous fundamental research can misjudge elements of a stock’s behavior. Portfolio managers Duff Kuhnert and Ellen Lee share notable Causeway risk model revelations.
11:15 am - 12:00 pm	Breakout 2: Live Demonstration of Causeway Risk Lens: Risk Decomposition with Scenario Analysis and New Enhancements Gallery II How well do you know your managers’ portfolios? Senior research analysts Ryan Myers and Seung Han walk you through Causeway’s recently upgraded Risk Lens tool to reveal hidden exposures embedded in equity portfolios. We encourage our audience members to submit the ticker of one (non-Causeway) EAFE and one Emerging Markets mutual fund for analysis.
11:15 am - 12:00 pm	Breakout 3: New Innovations in ESG Gallery I “ESG” is a hot topic in the world of investing. Senior research analyst Victor Liu will discuss misconceptions about the subject and also highlight research that Causeway’s quantitative and fundamental team have conducted on ESG factors.
12:15 pm - 1:00 pm	Lunch with Causeway Research Clusters Ocean/Pacific Lawn
1:15 pm - 2:15 pm	Peter Diamandis: The Future is Better than You Think - interviewed by Terry McCarthy Grand Ballroom II & III Peter Diamandis, Founder and Chairman, XPRIZE, explains how innovation and exponential technologies are changing the global landscape
2:15 pm - 3:00 pm	The Rise and Fall of the “Safety Premium”: Cyclical vs. Defensive Value Investing Grand Ballroom II & III What is the right price for predictability? Portfolio managers Alessandro Valentini, Foster Corwith, and Joe Gubler explore the valuation disparity between cyclical and defensive stocks—and its implications for investors
3:00 pm - 3:30 pm	Emerging Markets: The Inescapable Dominance of Asia and Its Implications Grand Ballroom II & III Portfolio manager Arjun Jayaraman and senior analyst Brian Cho examine the expanding and evolving role of Asia in equity markets.
3:30 pm - 3:45 pm	Causeway Convergence 2017 Interactive Grand Ballroom II & III Interactive culmination of the ideas shared throughout the day.
6:00 pm - 9:00 pm	Reception and Dinner at Studio Restaurant overlooking the Pacific Studio Restaurant Modern, French cuisine with California influences awaits you at Studio, an artistic, Craftsman-style restaurant at the edge of the Pacific.

Wednesday, March 8, 2017
6:15 am - 7:00 am	Yoga on the Beach Spa Montage Join your fellow Causeway Convergence attendees for an invigorating start to your day.
7:00 am - 7:45 am	Breakfast Ocean/Pacific Lawn
8:00 am - 8:30 am	The Equity Risk Premium in a Low Interest Rate Environment Grand Ballroom II & III Central banks globally have introduced an element of distortion into capital markets. Sarah Ketterer and Harry Hartford explain how we expect a prolonged low-rate environment to impact equity valuations and investor outcomes.
8:30 am - 9:00 am	The Hitchhiker’s Guide to the Value Cycle Grand Ballroom II & III Jamie Doyle and Ryan Myers circumnavigate the value investing cycle. When does value outperform and when does it disappoint? What is Causeway doing to smooth the cycle?
9:00 am - 10:00 am	Austan Goolsbee: Economics, Policy, and the Trump Presidency Grand Ballroom II & III Austan Goolsbee, Professor of Economics, University of Chicago Booth School of Business, explores the economic landscape and repercussions of Trump's intended economic overhaul.
10:15 am - 11:00 am	Breakout 1: New Innovations in ESG Gallery I “ESG” is a hot topic in the world of investing. Senior research analyst Victor Liu will discuss misconceptions about the subject and also highlight research that Causeway's quantitative and fundamental team have conducted on ESG factors.
10:15 am - 11:00 am	Breakout 2: Live Demonstration of Causeway Risk Lens: Risk Decomposition with Scenario Analysis and New Enhancements Gallery II How well do you know your managers’ portfolios? Senior research analysts Ryan Myers and Seung Han walk you through Causeway’s recently upgraded Risk Lens tool to reveal hidden exposures embedded in equity portfolios. We encourage our audience members to submit the ticker of one (non-Causeway) EAFE and one Emerging Markets mutual fund for analysis.
10:15 am - 11:00 am	Breakout 3: The Surprising Limitations of Smart Beta Grand Ballroom I Portfolio managers Arjun Jayaraman and Duff Kuhnert will illuminate what comprises this popular, but rarely understood asset class and assess its strengths and weaknesses relative to other investing styles.
11:30 am - 5:00 pm	Golf with Causeway Monarch Beach Golf Links Join the Causeway team for a round of golf at the Monarch Beach Links in Dana Point.
11:30 am - 4:30 pm	Fish with Causeway Dana Point Harbor Join Jamie Doyle, Portfolio Manager and avid outdoorsman, for a unique fishing adventure out of Dana Point Harbor. March is the perfect month for Rock Fish (cod), White Sea Bass, Calico Bass, Sand Bass and Sharks.
11:30 am - 1:00 pm	Hike with Causeway Top of the World Join Sarah Ketterer for a spectacular hike in the hills above Laguna Beach